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SpiderRock Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SpiderRock Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.64M Buy
115,243
+1,665
+1% +$134K 0.15% 106
2024
Q2 		$8.9M Buy
113,578
+1,572
+1% +$125K 0.18% 84
2024
Q1 		$8.83M Buy
+112,006
New +$8.57M 0.22% 84
2017
Q1 		– Hold
0
– – – 623

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SpiderRock Advisors's EFA Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q3 2024, buying an estimated $134K and bringing the position to 115,243 shares worth $9.64M. The position accounts for 0.15% of the portfolio, ranked #106.

SpiderRock Advisors first reported a position in EFA in Q1 2024 and has held it in 3 quarters since. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • SpiderRock Advisors held 115,243 shares of iShares MSCI EAFE ETF worth $9.64M as of Q3 2024.
  • SpiderRock Advisors bought 1,665 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $134K.
  • iShares MSCI EAFE ETF made up 0.15% of SpiderRock Advisors's portfolio in Q3 2024, its #106 holding.
  • SpiderRock Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.